Civic Intelligence

Lester I Beal Memorial Hospital Fund

EIN 04-6398210 • 501(c)3 • Pittsburgh, PA

Profile

Provide support to pay the net income to mercy hospital of portland, maine for the care of indigent persons.

500 First Ave P7-pfsc-03-zPittsburgh, PA 15219

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

17th percentile

-18%

Higher net margin than 17% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$14,680

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 29.8% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

38th percentile

-1.0%

Faster asset growth than 38% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

134%

Faster revenue growth than 93% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$886,946

Down $9,182 (-1.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$886,946

Down $9,182 (-1.0%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin17th percentile

Revenue

Up

$49,259

Up $28,206 (+134%) from 2023

Expenses

Up

$58,162

Up $25,574 (+78%) from 2023

Net Income

Up

-$8,903

Up $2,632 (+23%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2010: $483,880Liabilities 2010: $0Net Assets 2010: $483,8802010Assets 2011: $483,190Liabilities 2011: $0Net Assets 2011: $483,1902011Assets 2012: $581,483Liabilities 2012: $0Net Assets 2012: $581,4832012Assets 2013: $603,639Liabilities 2013: $0Net Assets 2013: $603,6392013Assets 2014: $730,814Liabilities 2014: $0Net Assets 2014: $730,8142014Assets 2015: $749,054Liabilities 2015: $0Net Assets 2015: $749,0542015Assets 2016: $748,755Liabilities 2016: $0Net Assets 2016: $748,7552016Assets 2017: $777,460Liabilities 2017: $0Net Assets 2017: $777,4602017Assets 2018: $789,011Liabilities 2018: $0Net Assets 2018: $789,0112018Assets 2019: $895,128Liabilities 2019: $0Net Assets 2019: $895,1282019Assets 2020: $889,198Liabilities 2020: $0Net Assets 2020: $889,1982020Assets 2021: $934,137Liabilities 2021: $0Net Assets 2021: $934,1372021Assets 2022: $906,942Liabilities 2022: $0Net Assets 2022: $906,9422022Assets 2023: $896,128Liabilities 2023: $0Net Assets 2023: $896,1282023Assets 2024: $886,946Liabilities 2024: $0Net Assets 2024: $886,9462024

Highlighted filing

2024

Assets$886,946
Liabilities$0
Net Assets$886,946
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2010: $13,874Expenses 2010: $16,987Net Income 2010: -$3,1132010Revenue 2011: $12,727Expenses 2011: $13,417Net Income 2011: -$6902011Revenue 2012: $122,464Expenses 2012: $21,066Net Income 2012: $101,3982012Revenue 2013: $40,226Expenses 2013: $20,788Net Income 2013: $19,4382013Revenue 2014: $148,540Expenses 2014: $21,412Net Income 2014: $127,1282014Revenue 2015: $42,433Expenses 2015: $22,122Net Income 2015: $20,3112015Revenue 2016: $20,161Expenses 2016: $20,458Net Income 2016: -$2972016Revenue 2017: $51,534Expenses 2017: $22,830Net Income 2017: $28,7042017Revenue 2018: $36,905Expenses 2018: $25,356Net Income 2018: $11,5492018Revenue 2019: $135,515Expenses 2019: $29,398Net Income 2019: $106,1172019Revenue 2020: $26,358Expenses 2020: $30,589Net Income 2020: -$4,2312020Revenue 2021: $74,485Expenses 2021: $29,615Net Income 2021: $44,8702021Revenue 2022: $5,539Expenses 2022: $33,053Net Income 2022: -$27,5142022Revenue 2023: $21,053Expenses 2023: $32,588Net Income 2023: -$11,5352023Revenue 2024: $49,259Expenses 2024: $58,162Net Income 2024: -$8,9032024

Highlighted filing

2024

Revenue$49,259
Expenses$58,162
Net Income-$8,903
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$886,946
Liabilities
$0
Net assets
$886,946
Revenue
$49,259
Expenses
$58,162
Net income
-$8,903
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.87$0.00$8.87$0.49$0.58$0.09
2023Detailed filing. Detailed filing data is available for this year.$8.96$0.00$8.96$0.21$0.33$0.12
2022Detailed filing. Detailed filing data is available for this year.$9.07$0.00$9.07$0.06$0.33$0.28
2021Detailed filing. Detailed filing data is available for this year.$9.34$0.00$9.34$0.74$0.30$0.45
2020Detailed filing. Detailed filing data is available for this year.$8.89$0.00$8.89$0.26$0.31$0.04
2019Detailed filing. Detailed filing data is available for this year.$8.95$0.00$8.95$1.36$0.29$1.06
2018Detailed filing. Detailed filing data is available for this year.$7.89$0.00$7.89$0.37$0.25$0.12
2017Detailed filing. Detailed filing data is available for this year.$7.77$0.00$7.77$0.52$0.23$0.29
2016Detailed filing. Detailed filing data is available for this year.$7.49$0.00$7.49$0.20$0.20$0.00
2015Detailed filing. Detailed filing data is available for this year.$7.49$0.00$7.49$0.42$0.22$0.20
2014Summary only. Only limited summary data is available for this year.$7.31$0.00$7.31$1.49$0.21$1.27
2013Summary only. Only limited summary data is available for this year.$6.04$0.00$6.04$0.40$0.21$0.19
2012Summary only. Only limited summary data is available for this year.$5.81$0.00$5.81$1.22$0.21$1.01
2011Summary only. Only limited summary data is available for this year.$4.83$0.00$4.83$0.13$0.13$0.01
2010Summary only. Only limited summary data is available for this year.$4.84$0.00$4.84$0.14$0.17$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 3, 2025
Return Version
2024v5.2
Gross Receipts
$263,364
Mission and Program Overview

Mission

Provide support to pay the net income to mercy hospital of portland, maine for the care of indigent persons.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$896,128$886,946▼ $9,182
Investments in Publicly Traded Securities$849,540$855,491▲ $5,951
Savings and Temporary Cash Investments$46,588$31,455▼ $15,133
Total Assets$896,128$886,946▼ $9,182
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$896,128$886,946▼ $9,182
Total Liabilities and Net Assets / Fund Balance$896,128$886,946▼ $9,182
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleBaseTotal
-Trustee$14,680$14,680
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$49,259
Other Revenue
$0
Change in Net Assets
$-8,903
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$43,112
Salaries, Compensation, and Employee Benefits$14,680
Other Expenses$370
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$43,112--$43,112
Current Officers, Directors, Trustees, and Key Employees$2,936$11,744-$14,680
Other Expenses$35$72-$72
Total Functional Expenses$46,083$12,079$0$58,162
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mercy HospitalPortland, ME501c3Provide Care of Indigent Patients$43,112
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“This trust has no written policy regarding documentation of meetings and written actions of its governing body.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“This trust has no written policy regarding documentation of meetings and written actions of its governing body and committees with authority to act on its behalf.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Pnc bank, na as sole trustee of the trust arranges for the preparation of the tax returns for the trust and uses a third party for this preparation.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“The conflict of interest policy of pnc charitable trust requires an annual affirmation that it has been received, rad, understood and agreed to be complied with. In addition, the policy requires an annual disclosure of the existence and nature of any affiliation in which a party would be considered an interested person under the policy.”

Form 990, Page 6, Part VI, Line 18

“Form 990 and related financial statements are made available through requests.”

Form 990, Page 6, Part VI, Line 19

“Form 990 and related financial statements are made available through requests. The governing documents and conflict of interest policy are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Lester I Beal Memorial Hospital Fund
EIN
04-6398210
Phone
4122583051
Address
500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219

Signing Officer

Name
Pnc Bank N a
Title
Tax Manager
Phone
4122583051
Signed
2025-09-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Wittemann
Formed
1976
Legal Domicile
Ma
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Cost Basis Adjustment $(281.34); Return of Capital Adjustment $(160.71); 2023 Transaction Posted in 2024 $1095.26; 2024 Transaction Posted in 2025 $(925.74); Adjustment to Income $(6.74)”

Raw XML AppendixShowing 400 of 411 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0LESTER I. BEAL MEMORIAL HOSPITAL FUND IS A TRUST FUND THAT DISBURSES FUNDS TO QUALIFYING CHARITABLE ORGANIZATIONS AS DIRECTED BY THE TRUST'S GOVERNING INSTRUMENT TO BE USED AS DECREED IN THE INSTRUMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE TRUSTEE HOLDS REGULAR MEETINGS WITH THE SUPPORTED ORGANIZATION TO BETTER UNDERSTAND ITS NEEDS. FURTHER THE SUPPORTED ORGANIZATION IS PROVIDED WITH THE ANNUAL STATEMENTS THAT CONTAINS THE INVESTMENTS, INCOME AND EXPENSE ACTIVITIES OF THE SUPPORTING ORGANIZATION FOR THE GIVEN TAX YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2While the supported organization relies on the experience and expertise of the Institutional Trustee to invest and manage the investments in the Trust, due to the close and continuous relationship, the supported organization has a significant voice in investment decisions.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3The trustee, PNC Bank, through the use of outside legal counsel has determined the Lester I Beal Memorial Hospital Fund should be following the filing standard of a post Nov. 20, 1970 trust. This determination was based on the information involving the facts surrounding the irrevocable status of which was determined should have been based on the passing of the Grantor's spouse in 1976.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section D, Line 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section D, Line 2 (cont)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part IV, Section D, Line 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Part V, Line 1 and Part V, Sec E , Line 6
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IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt0924639
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROVIDE CARE OF INDIGENT PATIENTS
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Lester I Beal Memorial Hospital Fund is a trust fund that disburses funds only to qualifying charitable organizations as directed by the trust governing instrument to be used only in accordance with the governing instrument.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THIS TRUST HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS TRUST HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PNC BANK, NA AS SOLE TRUSTEE OF THE TRUST ARRANGES FOR THE PREPARATION OF THE TAX RETURNS FOR THE TRUST AND USES A THIRD PARTY FOR THIS PREPARATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST POLICY OF PNC CHARITABLE TRUST REQUIRES AN ANNUAL AFFIRMATION THAT IT HAS BEEN RECEIVED, RAD, UNDERSTOOD AND AGREED TO BE COMPLIED WITH. IN ADDITION, THE POLICY REQUIRES AN ANNUAL DISCLOSURE OF THE EXISTENCE AND NATURE OF ANY AFFILIATION IN WHICH A PARTY WOULD BE CONSIDERED AN INTERESTED PERSON UNDER THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUESTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUESTS. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Cost Basis Adjustment $(281.34); Return of Capital Adjustment $(160.71); 2023 Transaction Posted in 2024 $1095.26; 2024 Transaction Posted in 2025 $(925.74); Adjustment to Income $(6.74)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TAX MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum04122583051
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-03
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH

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